Finance Manager - Banking
📋 About the job
Finance Manager - Banking / Credit Union / Financial Services
A respected and growing financial institution is seeking a Finance Manager for a highly visible role supporting senior finance leadership. This opening is due to an internal promotion and offers the chance to step into a broad, hands-on position with meaningful ownership across finance, reporting, and regulatory support.
This role is centered on budgeting, forecasting, asset/liability management, financial reporting, and investment analysis , while also supporting key accounting activities and institution-specific reporting requirements. It’s an excellent fit for someone from a bank, credit union, or similar financial services environment who has experience with ALM, call reporting, financial statement preparation, and compliance-driven reporting .
Key responsibilities
- Own and coordinate the budgeting and planning process
- Manage ALM analysis, reporting, and ongoing balance sheet modeling
- Support investment portfolio review, projections, and recommendations
- Prepare recurring and ad hoc financial reports for leadership
- Assist with month-end close, reconciliations, journal entries, and financial statements
- Support preparation of regulatory filings and call report-related reporting
- Partner on audit and examination support and help ensure readiness for reviewer requests
- Contribute to finance process improvement, scenario modeling, and strategic analysis
- Serve as a dependable resource for the department when senior finance leaders are unavailable
Preferred background
- Experience in banking, credit union, or financial services
- Exposure to ALM, regulatory reporting, call reporting, budgeting, and financial analysis
- Strong accounting foundation with understanding of compliance-sensitive financial processes
- Ability to work independently in a lean team environment with broad responsibility
- This is a strong opportunity for someone who wants real ownership, leadership exposure, and the chance to help advance a finance function in a well-established, team-oriented organization. Apply immediately to send your resume to Tracy Kaszuba at Robert Half.